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ALO18: Asset Allocation a la carte ft. David Kelly

Top Traders Unplugged

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The Rise of Industrial Policy

In this chapter, they discuss the rise of industrial policy and its economic and investment implications. They mention the shifting landscape towards subsidies and encouraging certain firms back to the US. The speaker questions whether this trend will continue and suggests that investors should be aware of it. They also express skepticism about the ability of governments to find the right solutions, using the example of government policies on climate change and fuel efficiency standards for vehicles in the United States.

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